• USA • Europe • The rest of the world
• Real foundations • Corporate foundations • Vehicles for philanthropy
• Outcomes – impact • Excellent monitoring and evaluation • Direct to the South • Sustainability • Seedcorn – innovation – clear exit strategies • Scalability
• Research • Timing for applications • Cultivate where possible • Field and HQ • Follow guidelines • Don’t waste their time • Project quality – reporting quality • Timing for reports • Do the unexpected extra • It’s not the first grant that counts – it’s securing the
second grant
• Independent foundations • Corporate foundations • Community foundations
$33 billion estimated giving by independent foundations in 2008
International – US-based recipients 15%
International – Overseas recipients 9%
Domestic 76%
B&M Gates $2,741m W&F Hewlett $623m Ford $282m Susan Thompson Buffet $187m D&L Packard $123m G&B Moore $115m J&C MacArthur $102m Rockefeller $78m Mellon $61m Carnegie $58m
• Very varied from country to country • UK most developed – highest proportion of overseas
donors, good research publications • 95,000 foundations across Europe • Top 50 foundations have assets of €88bn • 94% of funds go to organisations in the foundation’s
country • International development is the third biggest area of
funding interest • EC examining need for a European Foundation Statute
• Research very patchy • Emerging foundations in the Middle East, India, China • Most foundations behave like HNWIs – often owned
by one philanthropist or their family • Very private – unsolicited bids often unwelcome • Personal networks are the best way in
Typical funder structure
Headquarters
Sectors
Countries
Effective resource mobilisation
Headquarters
Sectors
Countries
• Community development • Civil society • Innovation • Inclusiveness • Children’s rights
• Critical issues to address • Where should we focus our energies? • How ready are we to respond? • What changes will we have to make
• Processes • Structures • Skillsets • Personnel
• Part funding leads to funding shortfall • Full funding but no allowance for
overhead • Funding does not cover full life of project
Salaries 50,000 Direct costs 25,000 Overhead 10% 7,500 Management 15% 11,250 Total 93,750
Staff costs 68,750 Direct costs 25,000 Total 93,750
Salaries 50,000 On-costs 10% 5,000 Recruitment, training 5,750 Office costs 5,000 Direct support 3,000 Staff Costs 68,750
Still claim % overhead where you can – this is then profit
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